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A
Anonymous
February 23, 2016
Solved

Send alert once

  • February 23, 2016
  • 3 replies
  • 2973 views

Hi All,

Is there any way to set up an alert once. The idea here is that leads sign up for a seminar and then 1 day before the event an alert is sent to a sales person instructing them to download the attendee list from Marketo. Presently based upon my understanding he receives an alert for every lead.

Thanks in advance.

Matt

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Best answer by

Hi All,

I have came up with a solution which I through I would share in case anyone wants to achieve the same functionality.

1. The sales person must register to the event so they become a member

2. Create the following smart program

Filters

- Program status changed > Registered

-Email address contains > @yourdomain

Flow

-Wait with Date Token minus 1 days

-Send alert

3. Create a smart campaign to remove after event

Filters

Program status is changed

Member of program true

Email address contains @yourdomain

Flow

-Wait with Date Token after 1 days

-change program status > not in program

Thanks

Matt

3 replies

A
Anonymous
February 23, 2016

Hi Matthew,

Instead of an 'alert', you might be able to use 'smart list subscription' functionality to enable this business case.

In Marketo, create a smart list holding all the attendees. And create a smart list subscription for the email address of the sales rep 1 day after the seminar. So he/she will get an email which will 'remind' and also present link to download the attendees.

Rajesh

    A
    Anonymous
    February 23, 2016

    Hi Rajesh,

    Thanks for the reply, unfortunately I dont think this will work as there is no option to schedule the subscription once.

    I wish there was a way to trick the system so that the alert was prevented from sending multiple times.

    Thanks

    A
    Anonymous
    Accepted solution
    February 23, 2016

    Hi All,

    I have came up with a solution which I through I would share in case anyone wants to achieve the same functionality.

    1. The sales person must register to the event so they become a member

    2. Create the following smart program

    Filters

    - Program status changed > Registered

    -Email address contains > @yourdomain

    Flow

    -Wait with Date Token minus 1 days

    -Send alert

    3. Create a smart campaign to remove after event

    Filters

    Program status is changed

    Member of program true

    Email address contains @yourdomain

    Flow

    -Wait with Date Token after 1 days

    -change program status > not in program

    Thanks

    Matt

    A
    Anonymous
    February 23, 2016

    Nice one!

    A
    alex.stanton
    Level 7
    February 23, 2016

    If you are using Salesforce, you could connect the program with an SFDC campaign and then created a task connected to the campaign for the rep

    A
    Anonymous
    February 23, 2016

    I should be so lucky

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